Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build and manage a portfolio of high net worth clients, providing tailored banking services.
- Company: Weatherbys Private Bank is a prestigious independent bank, awarded Private Bank of the Year multiple times.
- Benefits: Enjoy 25 days' annual leave, private medical insurance, pension scheme, and hybrid working options.
- Why this job: Join a growing team with a focus on client relationships and personal development in banking.
- Qualifications: Proven ability to build client relationships; banking qualifications like CeMAP or IAD preferred.
- Other info: This role offers a unique opportunity to shape your career in private banking.
The predicted salary is between 43200 - 72000 £ per year.
Our clients value the personal service we provide whether that be supporting day to day banking needs, or offering tailored financial support to meet their lifestyle needs and plans for the future.
We are looking for a Private Banker to grow a book of high net worth clients and lead their complete banking relationship with Weatherbys. You will be at the start of the journey of building your own client base as a Private Banker, and looking for a role which will give you the platform to build a portfolio and develop your career.
WHY JOIN US?
Weatherbys is one of the best regarded independent banking groups in the UK, winning Private Bank of the Year at the Spear's UK Wealth Management awards in both 2021, 2023 and 2024. As you would expect from a business with ambitious growth plans, we are continually evolving and looking to the future, while always keeping our clients at the heart of everything we do.
If you have the drive and hunger to build a client book backed up by the skills to do so, we will provide you with the platform to develop and grow.
Benefits include 25 days' annual leave (plus bank holidays), private medical insurance, pension scheme, and a range of discounts and benefits through our Reward Gateway platform. We offer a hybrid working pattern, allowing you to work from home up to 2 days per week.
What Your Day Will Look Like
- Building and managing a portfolio of private banking clients, focusing on both the quality and quantity of lending and deposit volumes, as well as generating income from other group banking products such as foreign exchange, investment, and wealth planning.
- Building and managing a portfolio of high net worth clients, heading up their complete banking relationship with Weatherbys while providing an exceptional, tailored service.
- Giving regulated advice on lending and investments.
- Proactively developing long-term relationships with clients to understand their potential banking and wealth management needs and generate sustained revenue growth.
- Achieving net portfolio growth from both existing and new customers.
- Ensuring compliance with all risk, FCA Principles and Rules, other statutes and regulations, and Weatherbys standards and procedures.
- Introducing clients to the Weatherbys Wealth Planning Team, as appropriate.
What We Are Looking For
- Proven ability to build your own client book of HNW/UHNW clients within the UK market.
- Exceptional client relationship management and servicing skills with high net worth clients, with a proactive and innovative approach.
- Excellent technical banking knowledge and either CeMAP or IAD qualified, or on your way to achieving one of these qualifications. PCIAM would be an advantage.
- Sound knowledge of global economic and political conditions, current affairs and competitor activity, and the impact these have on clients.
- Good understanding, analysis, and interpretation of financial accounts.
JOIN THE FUTURE OF FAMILY BANKING.
Private Banker employer: Weatherbys Private Bank
Contact Detail:
Weatherbys Private Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banker
✨Tip Number 1
Network actively within the high net worth community. Attend industry events, seminars, and social gatherings where potential clients might be present. Building relationships in person can significantly enhance your chances of landing this role.
✨Tip Number 2
Stay updated on current economic trends and financial news. Being knowledgeable about global economic conditions will not only help you in interviews but also demonstrate your commitment to understanding the needs of high net worth clients.
✨Tip Number 3
Consider seeking mentorship from experienced private bankers. They can provide valuable insights into client management and the nuances of building a successful client book, which is crucial for your success in this role.
✨Tip Number 4
Familiarise yourself with Weatherbys' values and services. Understanding their unique approach to private banking will allow you to tailor your conversations and show how you can contribute to their growth and client satisfaction.
We think you need these skills to ace Private Banker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in building client relationships, particularly with high net worth individuals. Use specific examples that demonstrate your ability to manage a portfolio and generate revenue.
Craft a Compelling Cover Letter: In your cover letter, express your passion for private banking and your understanding of the unique needs of high net worth clients. Mention why you want to work at Weatherbys and how you align with their values and growth ambitions.
Showcase Relevant Qualifications: Clearly list any relevant qualifications such as CeMAP or IAD, and mention if you are working towards PCIAM. Highlighting your technical banking knowledge will strengthen your application.
Demonstrate Industry Knowledge: In your application, reference your understanding of global economic conditions and how they impact clients. This shows that you are not only qualified but also informed about the industry landscape.
How to prepare for a job interview at Weatherbys Private Bank
✨Showcase Your Client Relationship Skills
As a Private Banker, your ability to build and maintain relationships with high net worth clients is crucial. Prepare examples of how you've successfully managed client relationships in the past, highlighting your proactive approach and innovative solutions.
✨Demonstrate Technical Knowledge
Make sure you brush up on your banking knowledge, especially regarding lending and investment products. Be ready to discuss your qualifications, such as CeMAP or IAD, and how they apply to the role you're interviewing for.
✨Understand Current Affairs
Stay informed about global economic and political conditions that could impact your potential clients. Being able to discuss current events and their relevance to wealth management will show your depth of understanding and commitment to the role.
✨Prepare for Compliance Questions
Given the importance of compliance in banking, be prepared to answer questions related to FCA principles and regulations. Familiarise yourself with Weatherbys' standards and procedures to demonstrate your commitment to maintaining high compliance levels.
